Investment Q&A

Q: Q1: I have QCOM for quite some time. I am thing to sell it and buy higher growth NVDA and CRWD. What is your opinion? What other US growth company do you suggest?
Q2: I have PKI and AQN which are going nowhere. I have TRP also which has gained recently but is still down from its high. I am thinking to sell all three and buy higher growth GSY and NVEI. What other CDN growth company do you suggest? What order should I sell PKI, AQN and TRP?
Q3: What growth companies will be impacted positively from high energy prices and higher inflation? Thank you.

Q: Good morning!

AFRM aside, could you rank 3 or 4 of favorite US based IPOs so far in 2021, that you’re watching and briefly let us know what you see and like.

thx, Mark

Q: This a follow-up to our TFSA question dated August 24, 2021, and specifically relates to the 5i suggested list of 10 US stocks.

Of the 10, we have so far initiated positions in GRMN, LULU and REGN.

As we already have a substantial position in V (and MA), please suggest an alternative, perhaps in payment services, such SQ, AFRM or PYPL. Also, please suggest an entry point.

For the remainder, NVDA, DG, GOOG, JPM, CRWD and APPS, please rank them in terms of conviction and for each, suggest an entry point.

As always, thanks for the great advice!

Q: Which of the 5i favoured tech stocks often hi-lighted on the Q&A pages (e.g. LSPD, NVEI, AFRM, GOOG) will likely see a significant short-term hit with rising interest rates to combat inflation and any that might be immune?

Q: Hi there,

I am looking to buy 10 software stocks and 10 stocks in the semiconductor space. I am seeking out high growth names. Would you be able to provide me with your top recommendations? Thank you kindly,

Jason

Q: You had mentioned "GSY initially purchased a swap on the AFRM shares to hedge away market exposure" in response to another on GSY..Could you explain how share swaps works in this context? Thanks.

Regards,

Shyam

Q: Hello,

Wondering if I could get a quick list of your favourtie companies with the following criteria:

Large cap US equity
No dividend
Growth oriented

No explanation is necessary, just some tickers (maybe 3 to 5 if possible) in order of preference, please.

thanks!

Q: Can you please give me 3 medium or large cap US stocks, that you like.Thank you so much for the help, and have a great weekend.

Q: Hi 5i - From the following 9 US stocks - which 3 would you have the highest conviction for (with a short why for each): AFRM, ABCL, GOOG, AAPL, COST, CRWD, FLGT, NVDA, NKE

Q: Hello Team,
Could you please compare these three companies and rate them in order of preference.
Thank You,
Barry

Q: Can you please advise which stock you would side with today for roughly a 2-3 year hold? Both seem like great companies, but I worry about the valuation on crowdstrike; and the BNPL competition for affirm.
Thank you

Q: I have had Shopify for 5 + years. What I was thinking to do is to reduce my holding somewhat and start a half position with Affirm. Your thoughts.
Thanks.

Q: Good morning,

I currently have AXP, V, MA and PYPL in my portfolio. I’m wondering if I should sell something to reduce redundancy and if so, in which order, given the outlook for growth?

Also in the same sector, I have on my watchlist AFRM, NVEI and SQ, all of which seem to have a long runway ahead. Should I add one or more of these new names either by selling from the first group or just as an add?

I’m new to this forum and I’m very appreciative of your insights. Thank you in advance!

Doris

Q: Peter and team,

I use the US side of my portfolio mainly for growth opposed to CDN for income and some growth. Thinking of a switch from docu to affirm looks like good money to be made in this one. Can you give a comparison between the 2 and do you think affirm is a better investment now?

I've hit the highest ever by far in my portfolio this year akin to your father in law thanks in very large part to your recommendations.

From a very grateful many years standing customer!

Q: Good Morning,

Considering the rapid share price appreciation in both of these stocks, which one would you consider the better choice for a purchase today for a three year hold? Thanks.

Q: Hi 5i Team,

I have approx. $100k USD of capital to deploy to a portfolio with a 3 to 5 year hold outlook with a focus on High Growth. Comfortable with higher risk.

I’d like to have meaningful position sizing so want to limit the # of stocks to 4.

The pool I am considering is COIN, SI, ROKU, NVDA, SHOP, AFRM, SQ, CRWD, and ZM.

My inclination so far is to go:
45% - NVDA – This just seemed like a must own to me. Semiconductor exposure in a supply-short environment along with the multitude of other things they support – AI, Gaming, Genomic sequencing etc. Hard to see how they won’t be over a trillion dollar market cap especially if the ARM acquisition is go (Risk factor).

25% - AFRM – BNPL adoption in North America is far behind that of Europe/APAC and I like AFRMs positioning as a consumer first proposition with transparency and AI with strong partnerships with AMZN, AAPL Canada and SHOP.

20% - COIN – Continued adoption of Crypto. Would use this as a proxy instead of going with ETFs/Fund exposure

15% - CRWD (Valuation risk so smallest position, but cybersecurity industry hasn’t matured yet with lots of runway remaining for a stock with strong MOAT)

I decided against SHOP due to how much growth they've already seen and potential impact on consumer spend from an inflationary environment.

Could you comment your thoughts / advice on the above? Any stocks that you would switch out or position sizing you’d recommend to reconsider?

Q: Good Morning, Would you consider adding to each of these holdings at this time, and it what order? Thank you for your great service!

Q: morning guys : two different companies ' but if only one is bought, which one do you prefer thanks Gary

Q: Do you consider AFRM tech, financial or a hybrid? Thinking of selling ROKU for a modest gain and moving into AFRM? I am a little heavy in tech at this point but I am open to a higher risk tolerance

Q: While I am partial to PYPL, I would like a second opinion from you on these fintechs. Please rank them as the most suitable one for a buy and hold for a long term in a RESP account. Thanks.